4.8.1 (4.7.28) - 8 Dec 2025
Workbench Release Notes
Notice: v4.8.1 (4.7.28) is last 2025 release
As usual over the year-end we will pause our releases to ensure maximum system stability over this period. Please note our office closure dates over the festive season in Australia and New Zealand.
✨Holiday Closure
Our offices will close at 4:00 pm on Tuesday, 23 December 2025 and will reopen at 8:30 am on Wednesday, 7 January 2026.
Have a great break and we’ll see you in 2026!
Upcoming Functionality & News
Notice: Workbench API Licence
Thanks to the queries from interested parties and the trial efforts of early adopters, we are now happy to make the Workbench API generally available. Going forward a new API Licence will be available from January 2026 as a Site licence. Formal license validation will only be applied from March 2026.
No action for now, a further notice will be made when the license is available.
Notice: Workflow Functions - coming update to add “has Login” criteria on reassign
Currently, when the user wants to reassigns a step that is allocated by a Workflow function, the list of people presented includes people that may not have a Login. This list will be updated in future to excluded people without a Login to reduce confusion and clutter.
This revision should not have any practical effect since it makes little sense to assign a step to someone without a Login.
No action required
Enhancements
Dockets
Support control parameter 'Docket Batch Size Limit' for batch control that is defaulted to 500. This auto creates a new docket batch when the size limit is reached.
Plant
The improvements to plant selling on Price Codes are now applied to plant issues, as they are on quotes and budgets. This configures special pricing for plant on Price Codes in various ways, on groups, classes, plant items and rate codes.
Billing
Job Sales Invoice - The existing ‘No Change To Work Centres' control parameter is extended to apply to Job Invoice lines. If set to 'Yes’ the Work Centre Code defaulting from a selected Sales Code cannot be altered.
Stock Reporting
These Stock Valuation reports (wbStockValuation001 and wbStockValuation002) have been deprecated.
And replaced by 2 new ones which are specific to the Period Average and Standard costing methods. These can be run at or after month end, or during the month.
There are also 2 new Stock Reconciliation reports, one by batch and the other by stock item, which show the value of stock transactions that affect the stock control account(s) when posted to the financials. As long as everything has been posted, the net total of these transactions in the period should match with the change in the stock control account(s) balance(s).
Quotes
Support generate an Output Schedule from a Quote’s Cost Sheets tab based on the (required) Quote Revenue lines using a create Outputs Schedule option on the Perform button on accepted Quotes. The schedule header will be ticked ‘Standard’ to facilitate Log billing. In particular:
the option is only available if Quote Status is ‘Accepted’ or ‘Budget Created’
only performed for selected Cost Sheets that are input 'Revenue & Cost Element'
claim schedule lines are only created from Revenue lines as per table below
auto adds the Output Schedule to the Job
the schedule’s Description is ‘Job {JobCode} - {Costsheet_Description}’
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MYOB Acumatica
New settings are introduces to better support businesses processes in Acumatica as:
MYOB Advanced AP Invoice Status
MYOB Advanced AR Invoice Status
and the valid values are the MYOB Acumatica bills statuses:
Balanced
OnHold
Released - the default existing behaviour
__________
Sharperlight
See https://webwbdoc.atlassian.net/wiki/spaces/RN/pages/4047568897
Upvise
Upvise Activity & Time Code Enhancements (Daily Diary & Purchase Orders)
Changes have been released relating to Activity & Time Code functionality in Upvise. These include:
⚙️ Performance improvements in the Upvise Web view
🧾 Fixes for PDF display issues in lists
Timecode Status Validation
What You Need to Do
All on-premise / self-managed sites using these forms must upgrade to Workbench v4.7.27 to ensure compatibility with the Upvise (v4.7.28/4.8.1) release.
✅ No action is required for clients managed by Workbench —your systems will be updated automatically as part of the scheduled Workbench release.
Job Address
When changing a job’s contact or company, Upvise now requires explicit user confirmation before overriding the job address. This ensures job addresses are only updated intentionally.
BULK Punch item management- Web
You can now bulk Assign, Complete, and Close punch items in the Equipment Web App.
How to Use:
Select the punch items you want to update in the punches list view.
Open the More menu.
Choose the desired bulk action.
Note:
Available actions depend on the current tab (Open, Closed, Completed, Unassigned) and will adjust to show only relevant options.
Updated Location Setting Label on Users
The label for the location setting on Web has been revised to “Enable Location for Web Interface” to clearly indicate that it applies only to Web usage.
Mobile location access is controlled entirely by the user’s device permissions, not by Web settings.
When signing in on mobile, users are prompted to allow or deny location access.
Once approved, mobile location can be used for features such as form creation or custom apps.
Equipment Punch Item List - Columns Display
Added Equipment Category and Equipment Region as optional columns in both the Equipment Punch Items List and Repair Job List.
How to Enable:
System Admin users can enable these columns via:
Equipment → Options → Display
Fixes & Technical changes
Things we are busy working on...
Advanced Plant Maintenance.
Integration with plant GPS Telematic systems.
Job Scheduler UX improvements.